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DirectoryFinance & InsuranceFiduciary OfficesGenevaK Patrimoine & Finance Sàrl
K Patrimoine & Finance Sàrl Logo
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K Patrimoine & Finance Sàrl

Summary

About the company

K Patrimoine & Finance Sàrl is an independent wealth‑management and family office advisory firm providing patrimonial and financial structuring services. It advises on tax and legal optimization, selects suitable investment solutions and supports comprehensive management of clients' patrimonial matters for private individuals, professionals and companies.

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Products & services

Industry:Fiduciary Offices
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Wealth management advisory
Comprehensive wealth advice, analysis of the situation and objectives, development of wealth strategies, regular follow-up and adjustments over time.
Tax optimisation and tax returns
Tax optimisation, recommending suitable tax solutions, support with tax returns for individuals, professionals and businesses.
Retirement and succession planning
Preparation for retirement, anticipating succession, wealth structuring for individuals and professionals, taking into account family and professional objectives.
Investments and placements
Advice on choosing suitable investments, selection of investment solutions, asset allocation and ongoing monitoring of market opportunities.
Wealth structuring
Analysis of the economic, legal, tax and civil aspects of wealth, design of tailored solutions and wealth reorganisation based on the client’s situation.

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Location

Rue du 31-Décembre 14
1207 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-137.726.072
Founded
2024 · 2 years
Last commercial register change
January 31, 2024
Employees
1 to 10

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